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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,390 | $55,932+122.4% | $76,735+62.1% | $67,986+83.0% |
| Participation rate | 26.4% | 50.8%-24.4pp | 69.5%-43.1pp | 57.2%-30.8pp |
| Annual return | 12.20% | 23.10%-10.9pp | 29.77%-17.6pp | 31.67%-19.5pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,681 | $2,558-34.3% | $4,088-58.9% | $3,358-49.9% |
| Admin fee / account holder | $16,950 | $4,907+245.4% | $7,189+135.8% | $3,203+429.2% |